Civic Intelligence

Sam Berman Charitable Foundation

990PF • Fiscal year 2016 • EIN 59-2812513

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 01, 2017

Organization Profile
484 Tamarind DriveHallandale Beach, FL 33009

(954) 505-3493

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

6th percentile

-90%

Higher net margin than 6% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

43rd percentile

$132,704

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

16th percentile

-5.2%

Faster asset growth than 16% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

3.7%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$13,586,381

Down $742,810 (-5.2%) from 2015

Net Assets

Down

$13,586,381

Down $450,553 (-3.2%) from 2015

Liabilities

Down

$0

Down $292,257 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin6th percentile

Revenue

Up

$790,380

Up $28,259 (+3.7%) from 2015

Expenses

Up

$1,505,476

Up $541,526 (+56%) from 2015

Net Income

Down

-$715,096

Down $513,267 (-254%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2012: $13,558,825Liabilities 2012: $54,333Net Assets 2012: $13,504,4922012Assets 2013: $13,233,381Liabilities 2013: $56,771Net Assets 2013: $13,176,6102013Assets 2014: $14,290,780Liabilities 2014: $52,017Net Assets 2014: $14,238,7632014Assets 2015: $14,329,191Liabilities 2015: $292,257Net Assets 2015: $14,036,9342015Assets 2016: $13,586,381Liabilities 2016: $0Net Assets 2016: $13,586,3812016Assets 2017: $14,757,114Liabilities 2017: $411,319Net Assets 2017: $14,345,7952017Assets 2018: $14,494,364Liabilities 2018: $1,118,633Net Assets 2018: $13,375,7312018Assets 2019: $14,659,349Liabilities 2019: $1,133,364Net Assets 2019: $13,525,9852019Assets 2020: $14,433,124Liabilities 2020: $1,235,016Net Assets 2020: $13,198,1082020Assets 2021: $15,131,203Liabilities 2021: $1,235,016Net Assets 2021: $13,896,1872021Assets 2022: $14,102,363Liabilities 2022: $1,235,016Net Assets 2022: $12,867,3472022Assets 2023: $13,181,099Liabilities 2023: $1,176,030Net Assets 2023: $12,005,0692023Assets 2024: $13,183,582Liabilities 2024: $1,013,103Net Assets 2024: $12,170,4792024

Highlighted filing

2016

Assets$13,586,381
Liabilities$0
Net Assets$13,586,381
Open 2016 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2012: $1,427,5592012Revenue 2013: $836,759Expenses 2013: $1,164,641Net Income 2013: -$327,8822013Revenue 2014: $2,564,362Expenses 2014: $1,502,209Net Income 2014: $1,062,1532014Revenue 2015: $762,121Expenses 2015: $963,950Net Income 2015: -$201,8292015Revenue 2016: $790,380Expenses 2016: $1,505,476Net Income 2016: -$715,0962016Revenue 2017: $1,196,523Expenses 2017: $530,537Net Income 2017: $665,9862017Revenue 2018: -$90,778Expenses 2018: $884,816Net Income 2018: -$975,5942018Revenue 2019: $1,125,741Expenses 2019: $1,102,234Net Income 2019: $23,5072019Revenue 2020: $519,915Expenses 2020: $1,130,926Net Income 2020: -$611,0112020Revenue 2021: $1,899,308Expenses 2021: $1,164,418Net Income 2021: $734,8902021Revenue 2022: $375,999Expenses 2022: $1,391,310Net Income 2022: -$1,015,3112022Revenue 2023: $403,289Expenses 2023: $1,265,336Net Income 2023: -$862,0472023Revenue 2024: $1,500,530Expenses 2024: $1,332,438Net Income 2024: $168,0922024

Highlighted filing

2016

Revenue$790,380
Expenses$1,505,476
Net Income-$715,096
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 1, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERYL GREENWALDPresident &FT$132,704-$132,704
EVE WAGNER-ROSENDirector-$0--
RYAN GREENWALDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sam Berman Charitable Foundation
EIN
59-2812513
Phone
9545053493
Address
484 TAMARIND DRIVE, HALLANDALE BEACH, FL 33009

Signing Officer

Name
Sheryl Greenwald
Title
President & Director
Phone
9545053493
Signed
2017-08-01
Discuss with paid preparer
Yes

Preparer

Firm
Golomb Schwartz & Cove Pa
Address
2000 NW 150TH AVE STE 2106, PEMBROKE PINES, FL 33028
Preparer
Eric L Golomb
Phone
9548890075
Raw XML AppendixShowing 400 of 675 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10114810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-76457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-15614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14294159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-1462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1615188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt172459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-5717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-30036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-35991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2114878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt066050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3619911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt428720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5664869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt615741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt783084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8838383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9101325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10856053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1249869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13501595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1434386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt152733469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1698538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1767937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1852459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1927226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2052862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21417345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22157542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY 014203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17 AMERICAN EXPRESS CO - MS- 113330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MORGAN STANLEY 014203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MORGAN STANLEY 113816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MORGAN STANLEY 014203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MORGAN STANLEY 113816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MORGAN STANLEY 014203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MORGAN STANLEY 113816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MORGAN STANLEY 014205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc94,000 GLOBAL INDEMNITY7750-MS113816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10MORGAN STANLEY 014205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc114,904 UNIT FT HI YLD ST INTM 7
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12MORGAN STANLEY 014205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13MERRILL LYNCH 02317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc142,500 TEKLA WORLD -MS- 113206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15MERRILL LYNCH 02317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc164,000 AMTRUST FINL SERV- MS- 113206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17700 APPLE INC - MS- 113206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc182,000 ARCH CAPITAL GRP -MS 113206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19MORGAN STANLEY 113329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20MORGAN STANLEY 113329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21MORGAN STANLEY 113330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22MORGAN STANLEY 113330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0226924
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-158593
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-715096
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0264543
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013586381
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014036934
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013586381
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0690279
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0690279
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0690279
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0692545
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02266
IRS990PF/DistributableAmountGrp/TotalTaxAmt02266
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt08000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05666
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02266
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05666
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02266
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02266
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08000
IRS990PF/FMVAssetsEOYAmt013110762
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0314167
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0304267
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0304266
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt097758
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0197758
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0237180
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012975315
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012323781
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011808741
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt0103279
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt035634
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt035634
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0346106
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0346106
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0292257
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt014036934
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt013586381
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0838672
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0378835
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0378835
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt014329191
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013586381
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013110762
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0292257
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt014329191
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013586381
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt014036934
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013586381
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt014061832
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0289916
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013390176
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0210927
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0381740
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0692545
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013850905
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt014061832
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0132704
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHERYL GREENWALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EVE WAGNER-ROSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RYAN GREENWALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT &
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0484 TAMARIND AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1484 TAMARIND AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2484 TAMARIND AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HALLANDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HALLANDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HALLANDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033009
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133009
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233009
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0692601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0694867
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0578214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0914137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0592425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0579760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0522472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.042495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.069825
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047293
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02266
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt013850905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt013606778
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt013091871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt012890131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt012258830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt011755135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01122703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.250019
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01120437
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01122703
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02266
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01122703
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,586,381
Liabilities
$0
Net assets
$13,586,381
Revenue
$790,380
Expenses
$1,505,476
Net income
-$715,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.2$1.01$12.2$1.50$1.33$0.17
2023Detailed filing. Detailed filing data is available for this year.$13.2$1.18$12.0$0.40$1.27$0.86
2022Detailed filing. Detailed filing data is available for this year.$14.1$1.24$12.9$0.38$1.39$1.02
2021Detailed filing. Detailed filing data is available for this year.$15.1$1.24$13.9$1.90$1.16$0.73
2020Detailed filing. Detailed filing data is available for this year.$14.4$1.24$13.2$0.52$1.13$0.61
2019Detailed filing. Detailed filing data is available for this year.$14.7$1.13$13.5$1.13$1.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$14.5$1.12$13.4$0.09$0.88$0.98
2017Detailed filing. Detailed filing data is available for this year.$14.8$0.41$14.3$1.20$0.53$0.67
2016Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.79$1.51$0.72
2015Detailed filing. Detailed filing data is available for this year.$14.3$0.29$14.0$0.76$0.96$0.20
2014Detailed filing. Detailed filing data is available for this year.$14.3$0.05$14.2$2.56$1.50$1.06
2013Detailed filing. Detailed filing data is available for this year.$13.2$0.06$13.2$0.84$1.16$0.33
2012Detailed filing. Detailed filing data is available for this year.$13.6$0.05$13.5$1.43